Top Finance Technology Startups in 2024

YipitData is the leading market research firm for the disruptive economy and recently raised $475M from The Carlyle Group at a valuation of over $1B. We analyze billions of data points every day to provide accurate, detailed insights on ridesharing, e-commerce marketplaces, payments and more. Our on-demand insights team uses proprietary technology to identify, license, clean and analyze the data many of the world’s largest investment funds and corporations depend on. We are one of Inc’s Best Workplaces - a fast-growing technology company with offices located in NYC (where we are based in), Hong Kong, and Shanghai, backed by The Carlyle Group and Norwest Venture Partners with a strong culture focused on mastery, ownership, and transparency.

At Guideline, our plans are low cost and highly automated. This makes it easy for companies to offer a valuable benefit—and easy for people to invest in their financial future with confidence. Listed on The Fintech 250 '17 - CBInsights cbinsights.com/research-fintech250

Previously, only large companies offered employee retirement plans, leaving more than half of all working Americans without a path to a secure financial future. We believe that a path to financial independence should be accessible to people in all lines of work. Here are the big things we've done to shake things up in the retirement industry: eliminated all 401(k) transactions fees for companies and their employees; made it so easy to start saving that we see 2x the average industry participation rate helped thousands of customers open their company’s first 401(k) plan and start saving built end-to-end technology to solve administrative and compliance headaches for small and medium-sized businesses

Our mission is to champion homeowners on their financial journey, as the partner they trust with their home and future. We believe in building products for the needs of everyday people, whether it's mortgage information, financial advice, or payment services. We illuminate every step of the financial journey, and will be there for you no matter what life puts on your path. valon.com

We’ve completely rebuilt the home buying process to be smarter and more joyful. We’ve transformed home buying into a customer-centric, streamlined digital experience. It’s a process that recognizes the individual, uses technology to save time and money, and brings together great mortgages with the most talented real estate agents in the industry. We’re doing it because we’ve been there and we believe home buyers deserve something better than the status quo. Tomo’s mission is to bring omotenashi to the home buying experience. Omotenashi is a Japanese principle of hospitality. It involves anticipating the customer’s needs and striving to meet them before the customer is even aware that they exist. It holds that service is a noble profession and that we should take pride in delivering it. As such, we strive to provide a once-in-a-lifetime experience to our customers, where we go to great lengths to ensure that every detail is memorable.

Hello, we're Cedar! Cedar is a patient payment and engagement platform that elevates the total patient experience beyond clinical care. Our technology improves the overall experience of patient billing and engagement, enabling healthcare providers to thrive in a rapidly changing environment while helping patients understand the cost of their care. Why Work with Us? Cedar offers the opportunity to work with a smart experienced team to solve an important problem that affects millions of patients annually as well as the chance to join a high-growth company at an early stage. We offer competitive pay, great healthcare and stock options, not to mention daily team lunch and unlimited snacks!

Plaid is focused on democratizing financial services through technology. We build beautiful consumer experiences, developer-friendly infrastructure, and intelligent tools that give everyone the ability to create Plaid is used by thousands of digital financial apps and services like Betterment, Expensify, Microsoft and Venmo, and by many of the largest banks to make it easy for consumers to connect their financial accounts with the apps and services they want to use. Plaid connects with over 11,000 financial institutions across the U.S, Canada and Europe. The company was founded in 2013 by Zach Perret and William Hockey and is headquartered in San Francisco, CA.

AppZen delivers the world’s leading AI platform for modern finance teams. Starting with business spend, we automate manual process, uncover problems, and optimize decision making for enterprises around the globe, including one-fourth of the Fortune 500. Our platform combines patented deep learning, computer vision, and semantic analysis with intelligence from thousands of online data sources to understand financial transactions in business context and make decisions before those transactions happen. AppZen is a must-have for CFOs and their teams to reduce spend, comply with policy, and streamline process.

Aleph helps top finance teams work with their data in real time. Businesses can automate financial models and streamline budgeting and forecasting with the fastest-to-implement FP&A platform. Aleph eliminates the need to export data from multiple sources by syncing spreadsheet models with data from 150+ integrations, and allows teams to interact with their data in no-code dashboards. From annual budgeting to ad hoc reporting, scale your financial processes faster with better data without expanding your team. See why over 90% of people who start a trial with Aleph become customers!

Trying to manually track crypto taxes gets complicated fast. TaxBit's tax engine supports transactions between any crypto or fiat currency in the world. TaxBit automatically calculates your cost basis, gains or losses, and subsequent taxes of every trade in real-time, giving you total insight into the tax impact of your trades.